IFA Administrator

IFA AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting...

Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available.In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals....

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

IFA Administrator / Financial Planning Support / Adviser Support / Client Services / IFA / Financial Adviser / Wealth Management / CII / CISI / DipPFS / DipFA / Sales support **Location -**Edinburgh, UK **Salary -**£20,000-£26,000 **Duration -** Permanent, full time A highly bespoke IFA firm in Edinburgh are looking for an IFA Administrator to join their...

**IFA Administrator** **Competitive Salary** **Permanent** **Edinburgh** Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a...

IFA Administrator - EdinburghUp to £23,000 - plus benefits and bonusIFA Administrator required by a growing wealth management firm based in Edinburgh. Due to continued growth, they now require an experienced Administrator to provide support to the financial planners.You will work across the full range of wealth management products and be responsible...

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA.Your main responsibilities in this role will be:Preparing valuationsProcessing new business and renewalsProcess fund switchesAssisting with...

IFA Administrator - (35 Hours Monday - Friday 9am - 5pm) Edinburgh City Centre | Hybrid Position Permanent role **Salary**: 20k - 24K Search Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role. The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid. Duties involved...

IFA Administrator - (35 Hours Monday - Friday 9am - 5pm) Edinburgh City Centre | Hybrid Position Permanent role **Salary**: 20k - 24K Search Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role. The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid. Duties...

**IFA Administrator** **Location: Edinburgh** **Salary: £18,000 - £25,000** The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional studysupport to sustain...

IFA AdministratorConsidering making an application for this job Check all the details in this job description, and then click on Apply.Competitive SalaryPermanentEdinburghMeraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an...

Job Description IFA Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a...

IFA AdministratorCompetitive SalaryPermanentEdinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting...

IFA Administrator - Edinburgh £22,000 - £28,000 - plus benefits IFA Administrator required by a highly successful professional practice based in Edinburgh Due to continued growth they now require an experienced Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible...

We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Glasgow office. Purpose of role To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance...

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: - Preparing valuations - Processing new business and renewals - Process fund switches -...

IFA Administrator - (35 Hours Monday - Friday 9am - 5pm)Edinburgh City Centre | Hybrid PositionPermanent roleSalary: 20k - 24KSearch Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role.The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid.Duties involved in this...

IFA Administrator - (35 Hours Monday - Friday 9am - 5pm)Edinburgh City Centre | Hybrid PositionPermanent roleSalary: 20k - 24KSearch Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role.The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid.Duties involved in this...

**Senior IFA Administrator** **Location: Edinburgh** **Salary: £20,000 - £30,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...

Utopian Professional Recruitment are delighted to be working in partnership with an established city centre based IFA who are looking for a strong and experienced IFA Administrator to join them on a full time, permanent basis. The purpose of this role will be to provide support to one of the Financial Advisers whilst ensuring all pension, investment, and...

Utopian Professional Recruitment are delighted to be working in partnership with an established city centre based IFA who are looking for a strong and experienced IFA Administrator to join them on a full time, permanent basis. The purpose of this role will be to provide support to one of the Financial Advisers whilst ensuring all pension, investment, and...

My client is a Chartered IFA practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team. You will mainly be providing support to the team of financial planners. You will prepare valuation...

Exciting Opportunity for a Sales Support Administrator (IFA) in Glasgow Are you looking to progress your career within Financial Services and have a goal of becoming a Paraplanner? If so, this is the opportunity for you. Our client is a Financial Advisory firm specialising in holistic advice for high-net-worth private clients. Based in Glasgow, they are now...